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Shine Investment Advisory Services’s Schwab International Small-Cap Equity ETF SCHC Stock Holding History

Shine Investment Advisory Services’s Portfolio SCHC Stock Details SCHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-3,758
Closed -$111K – 761
2020
Q2 		$111K Sell
3,758
-1,776
-32% -$49.1K 0.04% 180
2020
Q1 		$135K Sell
5,534
-205,379
-97% -$6.31M 0.06% 145
2019
Q4 		$7.31M Sell
210,913
-1,010
-0.5% -$33.7K 2.91% 10
2019
Q3 		$6.74M Sell
211,923
-1,142
-0.5% -$36.4K 3.19% 8
2019
Q2 		$6.95M Sell
213,065
-4,840
-2% -$157K 3.22% 8
2019
Q1 		$7.03M Sell
217,905
-23,632
-10% -$746K 3.26% 7
2018
Q4 		$7.03M Buy
241,537
+241,474
+383,292% +$7.69M 3.47% 7
2018
Q3 		$2K Hold
63
– – ﹤0.01% 630
2018
Q2 		$2K Hold
63
– – ﹤0.01% 638
2018
Q1 		$2K Sell
63
-436
-87% -$16.2K ﹤0.01% 632
2017
Q4 		$18K Buy
499
+14
+3% +$507 0.01% 476
2017
Q3 		$17K Buy
485
+13
+3% +$451 0.01% 475
2017
Q2 		$16K Buy
+472
New +$15.4K 0.01% 466

Other funds holding SCHC

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Shine Investment Advisory Services's SCHC Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of Schwab International Small-Cap Equity ETF (SCHC) in Q3 2020, closing a stake of 3,758 shares — an estimated $111K sold.

Shine Investment Advisory Services first reported a position in SCHC in Q2 2017 and held it in 13 quarters. The position peaked at $7.31M in Q4 2019. 258 funds tracked by Wall St. Rank hold SCHC as of Q3 2020.

  • Shine Investment Advisory Services reported no remaining Schwab International Small-Cap Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Shine Investment Advisory Services sold 3,758 Schwab International Small-Cap Equity ETF shares in Q3 2020, an estimated $111K.
  • Shine Investment Advisory Services first reported a position in Schwab International Small-Cap Equity ETF in Q2 2017 and held it in 13 quarters.
  • Shine Investment Advisory Services's Schwab International Small-Cap Equity ETF position peaked at $7.31M in Q4 2019.
  • 258 funds tracked by Wall St. Rank held Schwab International Small-Cap Equity ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.